Account Manager Associate - Commercial Insurance

Responsibilities Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts Work with minimal direction from an Account Manager, Account Executive, or Producer while meeting production and quality standards Safeguard against liability associated with errors and omissions Resolve moderately complex customer service problems independently Manage smaller-sized or less complex accounts Maintain technical competence and industry expertise Assist in directing day-to-day activities and workflow of support staff Handle customer service requests, policy administration, billing, claims, and coverage analysis Manage policy expirations and renewals Conduct client research and gather underwriting information Perform loss run analysis and prepare submissions Evaluate and negotiate coverages and pricing Prepare and present proposals, bind coverage, and follow up for policy issuance Process tasks accurately within required timeframes Assist in reviewing contracts for proper coverage Monitor delinquent accounts and collect outstanding balances Maintain agency management systems and carrier/vendor platforms Monitor activity/suspense for timely completion Communicate workload status and issues to the account team Deliver excellent service and proactively anticipate client needs Follow company policies and procedures Adopt best practices to improve individual and team performance Demonstrate integrity and leadership Requirements 7+ years of customer service experience in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active property & casualty licensing Professional designation preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) Hybrid work arrangement of 1-2 days in the Pleasanton, CA office may be required Dedicated, distraction-free workspace for remote work 30-minute phone screen, online assessments, and interview(s) Core Competencies Demonstrates extensive customer service expertise in the insurance industry, with strong analytical and problem-solving skills. Proficient in managing accounts, policy administration, and maintaining technical competence while delivering exceptional service. Highest-signal resume keywords Customer Service Experience Property & Casualty Licensing Insurance Brokerage Knowledge Analytical Problem-Solving Skills MS Office Proficiency Hard Skills Policy Administration Claims Management Coverage Analysis Loss Run Analysis Proposal Preparation Contract Review Account Management Billing Management Negotiation Skills Workflow Management Soft Skills Communication Skills Multitasking Organizational Skills Leadership Integrity Certifications & Qualifications Active Property & Casualty License Professional Designation Industry Keywords Insurance Industry Client Needs Customer Service Policy Expirations Renewals Underwriting Information Delinquent Accounts Best Practices Tools & Technologies Agency Management Systems Carrier/Vendor Platforms MS Office #J-18808-Ljbffr Jobtailor